Community Fund is a small nonprofit with a dedicated staff that divides responsibilities according to department. Due to HIPAA and other concerns about security, we ask that health and confidential data be sent via mail or fax and not email. All of our Administrative Office employees may be reached by calling 216.736.4540 or faxing information to 216.867.9783.
For general inquiries, please email [email protected]. For confirmation that mail or a fax was received, please contact our receptionist at 216.736.4540.
In-person visits are by appointment only. Please contact our office to schedule a meeting. We can also schedule meetings via video conference (Teams) or phone conference for your convenience.
Deposits and Setting Up New Trusts
Trust Development Coordinators
Please do not email confidential data or protected health information such as Joinder Applications, SSNs, or medical records. Please use fax or mail instead.
Jeannette M. Steward
Renee Mann
Distribution Requests
Distribution Specialists
All distribution questions must be asked via phone and all forms submitted by mail or fax.
Katie Welsh
Brianna Beadling
Michele Jackson
Designated Advocate Changes
Including resignations, address changes, and changes to Designated Advocates.
Lisa Wolf
[email protected]
Grants
Lisa Wolf
[email protected]
Address Updates
Lisa Wolf
[email protected]
Trust Closures*, including death of a Beneficiary
Sarah Kiernan, Paralegal
[email protected]
*To close a Master Trust via revocation, please contact our Trust Development Coordinators at [email protected]
Statements
Paper statements are mailed by our Trustee quarterly and electronic statements are uploaded monthly. Please complete our opt out of paper statement form if you prefer electronic access. Community Fund charges a duplicate statement fee of $10 per statement.
Lisa Wolf
[email protected]